Micron (MU) Is Earning More Than Apple or Microsoft, but Can It Last?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Blowing Past the Street: 3 Stocks Beating EPS Estimates
Nearly seven in 10 S&P 500 companies have exceeded revenue expectations, while earlier FactSet data showed that 77 percent beat revenue estimates - well above the historical five- and 10-year averages...
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Alphabet's (GOOGL) Small Data Deal Hints At A Bigger AI Appetite
On August 17, Google, a unit of Alphabet Inc.
Nvidia’s (NVDA) $105B Ohio Bet: Ecosystem Expansion or Strategic Circularity?
On August 17, Nvidia (NASDAQ:NVDA) agreed to guarantee up to $105 billion to help OpenAI lease a massive data center in Pike County, Ohio, being developed by SoftBank-owned SB Energy.
Is NVIDIA’s (NVDA) AI Dominance About to Face Its Biggest Test Yet?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Eagle Capital Management’s Q2 2026 Investor Letter
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter.
How Howard Hughes Holdings’ (HHH) Vantage Acquisition Sets the Stage for Compound Growth?
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Uber (UBER) Bets On Drones As Its Delivery Engine Accelerates
On August 17, Uber Technologies (NYSE:UBER) announced a partnership with drone delivery company Zipline to bring autonomous drone delivery to Uber Eats customers across the United States, alongside a ...
What Makes Alcon (ALC) a Bullish Bet?
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is Intercontinental Exchange (ICE) a Simple, Durable Business Misunderstood by Market?
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
S&P Global (SPGI) Positioned to Unlock Growth Potential Amid AI Fears
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Multi Year Growth Runway Fuels Visa’s (V) Bullish Case
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Stable Growth Trajectory Positions Mastercard (MA) for Strong Returns
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Buybacks and EPS Growth Strengthens Restaurant Brands International’s (QSR) Upside
Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Serve Robotics (SERV) Turns To Grubhub After Losing Uber Eats Deal
On August 17, Serve Robotics (NASDAQ:SERV) said it is partnering with Grubhub to fulfill orders on the food delivery platform using its sidewalk robots.
Alibaba (BABA) Cashes Out Of Gaming To Double Down On AI
On August 17, Alibaba Group (NYSE:BABA) agreed to hand its entire stake in game studio Lingxi Games to private equity firm Trustar Capital, a deal a person familiar with the matter says will net the Chinese...
Casella Waste Systems (CWST) Offers Durable Potential Beyond Market Concerns
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
The Fund Sold Floor & Decor (FND) as Housing Demand Stayed Weak
Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Small Cap Fund".
Can Applied Aerospace & Defense (AADX) Convert Its Backlog Into Durable Earnings Growth?
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Small Cap Fund.” Baron Small Cap Fund gained 12.57% (Institutional Shares) in the second quarter...
Freedom Holding Marks New Türkiye Milestone as Freedom Yatırım Secures Brokerage License
Istanbul, Türkiye - August 18, 2026. Freedom Yatırım Menkul Değerler A.Ş., a subsidiary of Freedom Holding Corp.
Philip Morris International (PM) vs. Altria Group (MO): Which Tobacco Dividend Fits Your Portfolio
Philip Morris International Inc. (NYSE:PM) and Altria Group, Inc. (NYSE:MO) often come up in the same conversation when investors look for tobacco dividend stocks.
UnitedHealth Group (UNH) vs. Eli Lilly and Company (LLY): Which Healthcare Stock Offers the Better Dividend?
UnitedHealth Group Incorporated (NYSE:UNH) and Eli Lilly and Company (NYSE:LLY) both have respectable dividend records, but the two companies are at different stages of their dividend journeys.
PPG Industries (PPG) is an Underrated Dividend Stock Worth a Closer Look
PPG Industries, Inc. (NYSE:PPG) has spent decades building a dividend record that is difficult to ignore.
Stanley Black & Decker (NYSE:SWK)'s 58-Year Dividend Streak is Hard to Ignore
Stanley Black & Decker, Inc. (NYSE:SWK) isn't usually the first name that comes to mind when investors talk about dividend stocks. Still, its record is difficult to overlook.
This Dividend Stock Has a Realistic Shot at Becoming a Dividend King
Aflac Incorporated (NYSE:AFL) has built an impressive dividend track record over the years.
Automatic Data Processing (ADP) Dividend Outlook: Strong Fundamentals, Modest Yield
Automatic Data Processing, Inc. (NASDAQ:ADP) has quietly built one of the better dividend records in the market. The company has now increased its dividend for 51 straight years.
McDonald’s is One Dividend Hike Away from Becoming a Dividend King
McDonald's Corporation (NYSE:MCD) is just one dividend increase away from becoming a Dividend King.
Johnson & Johnson's Dividend Looks Well Positioned for the Long Term
Johnson & Johnson (NYSE:JNJ) continues to stand out as a dividend stock for investors who value dependable income and a long track record of growth.
Badger Meter is Quietly Building a Strong Dividend Growth Record
Badger Meter, Inc. (NYSE:BMI)'s latest dividend increase is a positive signal for income-focused investors, even though the stock is not a traditional high-yield dividend play.
Kimberly-Clark (KMB): An Overlooked Dividend King Income Investors Should Know
Kimberly-Clark Corporation (NASDAQ:KMB) is not usually the first name that comes up when investors discuss Dividend Kings. Its track record says it probably should be.
Medtronic plc (MDT) is Closing in on Dividend King Status
Medtronic plc (NYSE:MDT) is now just one dividend increase away from becoming a Dividend King.
PepsiCo (PEP)'s Dividend is Strong but the Stock Needs a Turnaround
PepsiCo, Inc. (NASDAQ:PEP)'s recent stock performance has been a letdown for shareholders.
Why Procter & Gamble Remains a Dividend Powerhouse After 70 Years
The Procter & Gamble Company (NYSE:PG) has reached a milestone that very few companies can match.
Amylyx (AMLX) Climbs to Fresh High as Avexitide Moves Closer to Commercialization
Amylyx Pharmaceuticals Inc.
T-Mobile (TMUS), The Market's Favorite Telecom Just Got Downgraded — and the Reason Should Worry Bulls
For a decade, T-Mobile US, Inc. (NASDAQ:TMUS) has been one of the most preferred stocks in the telecom industry.
Bill Gates and Warren Buffett's Berkshire Portfolios Have This One Non-AI Stock in Common
The latest 13F filings show that Bill Gates' foundation trust and Warren Buffett's Berkshire Hathaway, now run by Greg Abel, had one stock in common in their portfolios as of the end of the second quarter...
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